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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,032 | $97,729-59.0% | $83,830-52.2% | $135,379-70.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -8.56% | 1287.52%-1296.1pp | 850.97%-859.5pp | 519.79%-528.3pp |
| Employer contribution / active EE | $657 | $4,222-84.4% | $3,631-81.9% | $4,779-86.3% |
| Participant deferral / active EE | $2,344 | $4,683-49.9% | $4,082-42.6% | $5,609-58.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |